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Building 2ADVOCACY FINANCIAL LLC

Map pinCOVINGTON, LA
Phone888-787-4590
NotebookSEC #801-136057
Total AUM
$103.4M
Employees
4
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
212 PARK PLACE
COVINGTON
LA 70433
United States
Operating Hours
8 AM - 4 PM
Monday - Friday
Phone
888-787-4590

ReceiptFinancials

Total AUM
$103.4M
Accounts
289
Discretionary
$103.4M
Accounts
289
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
94
AUM
$19.8M
HNW Individual Clients
30
AUM
$77.4M
Charitable Organization Clients
1
AUM
$870.4K
Corporation or Business Clients
1
AUM
$5.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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